Company NMLS 1777223 |  Personal NMLS 256707  |  CA-DRE 02075839

Loan Checklist

Documents required vary from loan to loan, but generally the following are required, often for up to two years back:

  • Statements of income such as last two years W-2’s, two current pay stubs, and the last two years complete tax returns.
  • Two current bank statementsChecklist
  • A list of any assets that you own
  • Rental or mortgage history for the last 2 years
  • Employment history and current information for the last 2 years
  • Personal identification, including Green Card if applicable
  • Purchase contract
  • Other pertinent items such as: Bankruptcy Discharge Notice or Divorce Decree
  • Completed loan application

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